The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 651 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 5 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Zapier CEO Wade Foster personally reviews every company job offer
“I review every single job offer that goes out inside of Zapier still.”
Eliason Refuses to Write Code or Create Products for His AI Agent
“My philosophy has been like, I'm not going to write any of the code for you. I'm not going to create these products for you. I'm not going to like at the expense of. The business to some extent, like I am going to be as out of the loop as possible because that…”
Eliason: OpenClaw writes poor code due to assistant-style optimization
“OpenClaw is not a good programmer. Like OpenClaw just doesn't do a good job of coding because OpenClaw is highly optimized for being helpful and for being a good assistant and getting things done. But you want like good code written. You don't want the quick a…”
David: Posties is the first fully open-source social media scheduler
“Posty is the first social media scheduling tool that actually, like, fully open source”
David: Users will shift to chat interfaces that orchestrate underlying tools
“People are going to move to these like chat apps, and they're just gonna write what they want, and they're gonna get it, and it's going to use all their tools together, basically, to do it.”
David: Posties reaches $45,000 in monthly revenue
“We've reached now 45 thousand dollars per month.”
Wade Foster: Software accounts for a single-digit percentage of company spend
“It's minimal. You know, it's like a single digit percentage. It's so small compared to like headcount.”
Wade Foster used Cursor to build a tool from Granola meeting notes
“I got off the call, and I have cursor hooked up to granola, And so the meeting was recorded with Granola, and so I said, hey, Granola, our, go, go fetch that meeting I just had with Ryan, and in it he describes the war council he built. Build that for me. And …”
Wade Foster: Interviewers struggle to reject candidates approved by previous rounds
“It's hard for humans to say no to, like, candidates that are good. It gets harder to say no as the interview goes along. So, like, two people before you said yes, now are you gonna be the person that says no? So you get more of that. And also humans I find are…”
Wade Foster: Zapier uses a multi-agent AI to check hiring decisions
“I find it to be a really helpful tool at keeping the panel honest, keeping me honest on a decision where I can find myself sort of like feeling one way or the other, and then you talk to it, and it like really grounds the decision, and you're like, then you ha…”
Wade Foster: Claude Opus struggles with hard coding tasks compared to OpenAI
“One thing I've found is that like Opus is like more enjoyable to just like talk to and go back to it. Like sort of is an easier conversation list, but like when I'm having it work on hard problems, it sometimes just like bugs out. It doesn't do as good of a jo…”
Ben Cera: Cold email works less as AI outreach floods inboxes
“First cold email is something that like works less and less because people are flooded with it with AI.”
Ben Cera: Pulsia may create a fund to own autonomous companies
“I mean, I told you around the idea of like Pulsia itself having a fund and being able to like you know, create autonomous companies that would be owned by Pulsia.”
Cera: Pulsia takes a 20% revenue split, leaving 80% to customers
“So you always get, so I always take 20%.
and again, for me, it's like a way to like pay the bills and make sure that like I can reinvest, you know, make it a profitable company that can reinvest in making the platform better.
and the customer always gets 80%…”
Cera: Pulsia could enable buying and selling automated businesses on-platform
“You could see a world tomorrow where like people can buy and sell certain businesses on Polsia because all the business is- The revenue, the knowledge, the infrastructure, right?”
Cera: Built-in company revenue will eventually exceed Pulsia subscription revenue
“Over time, the revenue from actual companies will grow higher than subscriptions because they'll be winners.”
Cera: Users who do not micromanage AI agents get better results
“I think it's, like, actually a surprising number of people go through the Surprise Me flow, and a surprising number of people are very sticky on the Surprise Me flow, because I think it puts a little bit of distance between the components being built, and they…”
Gil: Patrick Collison's Arc Institute is first major biology institute in decades
“Like Patrick from Stripe started ARC, a biology institute, like one of the first new major biology institutions in decades that's doing really interesting things, right?”
Gil: AI coding tools will empower millions to build huge companies
“Through things like all the different coding models, you know, cloud code, or open AI, or cognition, or, like, it's gonna put the power of building things in the hands of millions of people who couldn't do it before. It's already doing that. And I think a subs…”
Gil: Minecraft was the first billion-dollar single-person company
“People always say, oh, when's the first billion dollar single person company? That was Minecraft.”
Gil: Brinko condensed months-long government permit reviews to one hour
“And we basically took a few months of manual review, and we condensed it into, like, an hour, and then it still goes for a manual review, but we've repackaged everything, we point out the risks, I should say, by we, I mean the company, right?”
Gil: Cheaper software creation will drive massive customization around platforms
“As the cost of building new software drops, or the speed of building it drops dramatically, we should assume that there's going to be dramatically more customization, but that customization, again, is probably around a common set of platforms.”
Gil: Project Alexandria will translate foundational books for 80% of humanity
“So one thing that I might even be working on is taking working with OpenAI and Anthropic and 11 and a few other folks on taking the world's most important books and using machine translation to translate them into languages that represent over 80% of humanity …”
Gil: Foundation models for physics and materials science remain early and high-impact
“I think there's a whole, like, set of models that nobody's built yet, or that I should say people are building, but it's very early. That I think could be incredibly impactful and interesting and just like cool, you know, like it'd be super interesting to rein…”
Mohrer: Text summarization is the killer application of LLMs
“ChatGPT's, you know, the sort of like most amazing thing that it could do, in my view, was summarize things. So if you think about it, up until then, computers, and I've always loved them, The one thing they couldn't really do is summarize text, take a bunch o…”
Josh Mohrer: Extreme customer emotion signals strong product-market fit
“A lesson I learned at Uber, which is if someone on the support line is like exhibiting extreme emotion, Whether it's positive emotion or negative emotion, that is actually a good indicator that you're onto something. Like, if you can make a customer so mad tha…”
Mohrer: Uber lowered prices every six months as a competitive moat
“Uber was very big about, like, time to cut prices. Like, we were, every six months, we were lowering the price, because that's a moat, you know, makes people, you don't want to get undercut”
Mohrer: Claude Code generates Wave AI help documentation directly from source code
“I also use intercom for my dot for my, like knowledge base, like the articles about all the features. And my, you know, I used to write them and really slave over them and make them better and use AI to help make them better. But now it's like, hey, cloud code…”
Mohrer: Wave AI is a cash-flow business, not an equity play
“This isn't an equity play. This is to make money now as a business.”
Mohrer: AI removes coding barriers, but agency remains rare
“What is AI, you know, allow anyone with agency can go and do something. That's still a very small percentage of the population. It's still not most people. It's not everyone. It's not even most people. It's like a subset similar to who could do it before, you …”
Wave AI has failed to make Meta ads work for a year
“And I haven't been able to get meta ads to work in more than a year. Every few months I dip back in, I spend a bunch and it fails.”
Wave AI converts 10 percent of installs and gets 800 daily downloads
“Like if someone installs, there's like a one in 10 that they're going to give me money. And that's like, I'm told is pretty high for this sort of thing. And so, like, so I need more installs, you know, and so I'll do between 800 and a thousand installs a day.”
Wave AI grew from $1M to $6M ARR in four months
“There was a time where we did, it was a couple of years ago, where meta ads worked super well, and I grew from like a million ARR to like six in like four months, like it was crazy, because it was a first of its kind thing, and it just crushed it on meta.”
Wave AI generates $7M gross and about $3M in profit
“You know, gross was like seven and then Apple and Google take a bunch of that. So let's say like, you know, like five lands and maybe I keep three or something like that.”
Carson: Resend won by mastering Answer Engine Optimization for AI agents
“You know, what's funny is I think they crushed it on AEO answer engine optimization. Because when I was talking to AMP about this, you know, like, hey, I want to send emails, you know, programmatically, it was like, why not resend?”
Carson: Modern email marketers avoid tracking opens to protect sender reputation
“What's common today is often not to use open because it'll degrade your sending score. So we just use click and bounce.”
Carson: The same vertical AI agent should write company content and emails
“You're going to have an agent that has specific skills. That should be the agent that writes your content. That should be the agent that writes your emails. Like this is all the same entity.”
Carson: AI Agents Need Domain Context Rather Than Heavy Data Enrichment
“Connecticut specific documents in Markdown, right? That are fed, you know, into the agent as a tool. So You got to give your agent the right tools in the right context. But I don't think you need to do as much like external enrichment as people think.”
Walls: Rebuilt an early version of YouTube in a couple hours
“I basically rebuilt a small version of YouTube in an hour, a couple hours, the early versions of it.”
Walls: Claude Code fixes errors without requiring developers to use Google
“What's amazing about cloud code is it can see the error and then fix the error and you never have to Google it at all.”
Walls: Self-hosted website is the hub, YouTube is just a spoke
“Now how I think about it is that this is the hub, and YouTube is a spoke. Yeah, that would be a really bad spoke to lose, but it will not kill the business.”
Walls: Starter Story stopped sending social media traffic to YouTube
“We don't send people to the YouTube anymore. We send people to here, which I like more, because I'd rather have them on my site, you know, that could potentially be useful for retargeting.”
Clients buy business outcomes, not custom code or Zapier, says Thummala
“Who really cares about what it's made in or if it's custom or if it's Zapier, like the thing that you're, should be buying is the outcome for the business.”
Thummala: AI enterprise buyers now demand specific workflows and ROI
“In the last year, people are now sharpening up their budgets. They're sharpening their pencils, and they're like, okay, we know AI is effective. We know it's a hundred percent going to be transformative. How? Like, what are the specific workflows, outcomes, RO…”
Internal AI coding workflows will eventually commoditize across all firms, says Thummala
“Eventually everyone's going to have the same sort of, like, technical architecture behind it.”
Thummala: MIT report found 95% of AI pilots failed to reach production
“And that's actually why, you know, if you see, like, the MIT report, 95% of things didn't, 95% of, like, AI pilots never made it to production.”